MWR
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McAdams Wright Ragen’s W.R. Berkley WRB Stock Holding History

McAdams Wright Ragen’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$253K Buy
17,928
+337
+2% +$4.68K 0.01% 361
2014
Q2 		$241K Hold
17,591
– – 0.01% 341
2014
Q1 		$216K Hold
17,591
– – 0.01% 337
2013
Q4 		$226K Hold
17,591
– – 0.01% 328
2013
Q3 		$223K Hold
17,591
– – 0.02% 302
2013
Q2 		$213K Buy
+17,591
New +$221K 0.02% 314

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

McAdams Wright Ragen's WRB Position: Q3 2014 in Review

McAdams Wright Ragen increased its W.R. Berkley (WRB) stake by 1.9% in Q3 2014, buying an estimated $4.68K and bringing the position to 17,928 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #361.

McAdams Wright Ragen first reported a position in WRB in Q2 2013 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold WRB as of Q3 2014.

  • McAdams Wright Ragen held 17,928 shares of W.R. Berkley worth $253K as of Q3 2014.
  • McAdams Wright Ragen bought 337 W.R. Berkley shares in Q3 2014, an estimated $4.68K.
  • W.R. Berkley made up 0.01% of McAdams Wright Ragen's portfolio in Q3 2014, its #361 holding.
  • McAdams Wright Ragen first reported a position in W.R. Berkley in Q2 2013 and has held it in 6 quarters since.
  • 317 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.